Create Test Plan

There are 2 approaches to creating test plans:

• Create Test Plans in the Test Plans section

• Create Test Plans in the Test Cases section

1. Create Test Plans in the Test Plans section

To create Test Plans in the Test Plans section, follow these steps:

1. On the left-hand side menu bar, navigate to the Classic Test section → Choose Test Plans.

2. Click on the “+ Test Plan” button.

3. Fill in the test plan details. Click on the “Create” button to finish.

• Summary: Enter a short and clear name that describes the purpose of the test plan (for example, release name, sprint, or testing scope).

• Description (Optional): Provide additional details about the test plan, such as testing objectives, scope, execution strategy, or any notes for the testing team.

How to Create Multiple Test Plans Without Repeating the Process

Follow the same steps used to create the first test plan. In the 3rd step, select “Create another” instead of clicking “Create”.

This keeps the dialog open after the test plan is created, allowing you to continue creating and editing additional test plans without reopening the dialog each time.

4. After the new test plan is created, select the Test Plan start & end dates.

2. Create Test Plans in the Test Cases section

This approach helps you in two ways:

• Convenient creation flow: Enables QA teams to create test plans while managing test cases, integrating test planning naturally into their workflow.

• Reduced setup effort: Automatically includes the selected test cases in the test plan, reducing manual effort to add test cases.

To create Test Plans in the Test Cases section, follow these steps:

1. On the left-hand side menu bar, navigate to the Classic Test section → Choose Test Cases.

2. Multi-select test cases that you want to create a test plan for.

3. Select the “Create” button in the toolbar.

4. Choose the “Test Plan with Tests” option.

5. Fill in the test plan details.

6. Define the start and end dates for the test plan.

How to Create a Test Plan from A Folder of Test Cases?

1. On the left-hand side menu bar, navigate to the Classic Test section → Choose Test Cases.

2. Navigate to the test case folder you want to create a test plan for. Click on the “” box

3. Select the “Create” button.

4. Choose the “Test Plan with Tests” option.

5. Fill in the test plan details.

6. Define the start and end dates for the test plan.

Should you need any assistance or further AgileTest inquiries, contact our 24/7 Support Desk!